Alert – negative feedback

When you survey customers or employees using Dynamics 365 Customer Voice, you can look at the results in the built-in reports. You can also define alerts on one or more metrics (e.g. Sentiment) to notify you when you receive certain feedback (e.g. "Negative") so you can follow up with your customers or employees in a … Continue reading Alert – negative feedback

Automate the handoff between sales and marketing

Within a customer journey in Dynamics 365 Marketing, the activity tiles enable a customer journey to generate an activity record (such as a phone call, task, or appointment), associate the activity with each contact who enters the tile, and assign each activity to a Dynamics 365 user for follow-up. Each activity tile uses an activity … Continue reading Automate the handoff between sales and marketing

Licensing Dynamics 365 Marketing apps

The Dynamics 365 Licensing Guide says "Since Marketing is a tenant-based license, customers may install, use, and configure one Marketing license with only one Dynamics 365 environment" This has raised a few questions from customers and partners, and it is my impression the confusion often comes down to terminolgy. Tenant Dynamics 365 Marketing is licensed … Continue reading Licensing Dynamics 365 Marketing apps

Make it mine – the new Deal Manager in Dynamics 365 Sales

Today, to manage our pipeline, us sellers are expected to view a dashboard, navigate to the list of opportunities, drill down into a specific deal, and then acquire the context needed to move the deal forward. These are a lot of steps that takes us out of our workflow. Enter the Deal Manager. A new … Continue reading Make it mine – the new Deal Manager in Dynamics 365 Sales

Touch up forms in Dynamics 365 Marketing

Working with control properties on your Dynamics 365 Marketing marketing forms can be a bit cumbersome, e.g. if you want to change the font color of all textbox labels etc. Some edits aren't supported from the toolbar or toolbox, e.g. changing most formatting properties of controls like text boxes, buttons etc. Today I'm sharing a … Continue reading Touch up forms in Dynamics 365 Marketing

First look: the new Email Designer in Dynamics 365 Marketing

The email editor in Dynamics 365 Marketing has evolved from version to version, and generated a lot of feedback and ideas from our customers. Today we are previewing a fast and fluid editor with a modern look and feel, offering a completely new way of creating engaging and relevant content. The new designer offers Advanced … Continue reading First look: the new Email Designer in Dynamics 365 Marketing

Author dynamic content with ease through a new point-and-click interface

Sending personalized content to customers is a great way to increase engagement. In the upcoming April Public Preview of Dynamics 365 Marketing, we are extending the personalization capabilities of Dynamics 365 Marketing. Advanced dynamic content is key to delivering highly personalized messages to customers. But the complexity of setting up dynamic content can decrease productivity. … Continue reading Author dynamic content with ease through a new point-and-click interface

Turn Teams event attendees into loyal customers with Dynamics 365 Marketing

This week at Microsoft Ignite, we are announcing a breadth of more connected and engaging experiences between Microsoft Dynamics 365 and Microsoft Teams, including exciting new strides into the already tight integration between Microsoft Teams and Dynamics 365 Marketing to help you better engage with customers for more personalized experiences Turn Teams event attendees into … Continue reading Turn Teams event attendees into loyal customers with Dynamics 365 Marketing